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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,003 | $159,978-66.2% | $147,041-63.3% | $145,978-63.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.08% | 98.36%-86.3pp | 419.21%-407.1pp | 550.52%-538.4pp |
| Employer contribution / active EE | $904 | $5,288-82.9% | $4,935-81.7% | $4,662-80.6% |
| Participant deferral / active EE | $8,615 | $8,429+2.2% | $8,071+6.7% | $6,690+28.8% |
| Admin fee / account holder | $86 | $15,053-99.4% | $13,006-99.3% | $13,400-99.4% |